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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,672 | $86,949+16.9% | $102,460-0.8% | $80,959+25.6% |
| Participation rate | 63.2% | 72.4%-9.1pp | 76.5%-13.3pp | 67.7%-4.4pp |
| Annual return | 8.73% | 18.89%-10.2pp | 29.47%-20.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,815 | $4,121-7.4% | $5,056-24.5% | $4,300-11.3% |
| Admin fee / account holder | $11,315 | $8,048+40.6% | $9,460+19.6% | $6,925+63.4% |